Can I assign an employee to each field-service job?
Yes. When creating a field-service job, you select the responsible employee. The employee calendar then shows who is scheduled with which customer or at which service location and at what time.
Field-service scheduling for small businesses
Schedule field-service jobs, assign employees and invoice immediately
Schedule customer orders, service locations and employees in one central calendar. Changes remain clear to your team, and completed orders can be taken through to invoicing without duplicate data entry.
Field-service scheduling connected to your office
Motorica connects the employee calendar with customers, service locations, quotations and invoices. You enter master data once and reuse it throughout the workflow. This lets the office see who is working where and when—and completed orders can be invoiced without entering the data again.
The Motorica employee calendar shows who is scheduled with which customer and when.
- Manage customers, service locations and employees centrally
- Schedule field-service jobs with working hours, breaks and responsibilities
- Update changes and substitutions directly in the appointment
- Take completed orders through to invoicing and payment
When appointment details are spread across several places
The appointment is in the calendar, the address arrives in a message, and the agreed service is stored in a spreadsheet. This may still work when there are only a few orders. But as the number of customers, service locations and employees grows, so do follow-up questions, duplicate data entry and conflicting information. Motorica brings all key details together in one field-service job.
- See scheduled field-service jobs in one place
- Enter changes directly in the affected appointment
- Define team responsibilities clearly
- Avoid maintaining customer and service-location data more than once
- Stop searching for information across calendars, spreadsheets and chats
How to schedule a field-service job with Motorica
When creating a field-service job, you select the customer, the relevant service location and the responsible employee. You then enter the time period, break and any other required details. The finished appointment appears in the employee calendar and can be adjusted there immediately if anything changes.
- 1. Select the customer and service location
- 2. Enter the date, start time, end time and break
- 3. Assign the responsible employee
- 4. Add notes and approved documents
- 5. Update rescheduling or substitutions immediately
- 6. Reuse the completed service for billing
The employee calendar shows who is working where and when
The calendar shows your team’s scheduled field-service jobs by time period, customer and service location. If someone is ill or on leave, or an appointment is rescheduled, you change the assignment directly in the relevant field-service job. Authorised employees can also view their approved appointments while away from the office.
- Display daily and weekly schedules clearly
- Assign an employee to a specific field-service job
- Show the customer, service location and working hours together
- Manage substitutions and appointment changes centrally
- View approved appointments via the web, PWA or Android app
- Use Motorica in the user’s preferred language
- Multilingual interface for teams
Enter customers and service locations only once
A customer can have several service locations or properties. In Motorica, customers and service locations are maintained separately and then linked in the relevant appointment. This keeps contacts, addresses and responsibilities available exactly where they are needed.
- Assign multiple service locations to one customer
- Manage contacts and customer data centrally
- Use addresses directly in the scheduled field-service job
- Assign employees to the appropriate service location
- Reuse existing master data for other orders
From scheduled field-service job to invoice
Once the service has been completed, the links to the customer, service location and order are retained. You review the completed services, create the invoice and then keep track of its payment status. Field-service scheduling therefore does not end in the calendar—it carries the order through the commercial workflow.
- Create a quotation using existing customer data
- Plan the order and field-service job
- Review completed services
- Create the invoice and send it by email
- Track outstanding and received payments
- Create payment reminders or overdue notices when needed
- Quotations and invoices
- Payment matching and overdue notices
Which businesses benefit from field-service scheduling?
Motorica is particularly well suited to self-employed professionals and small businesses that regularly schedule employees at customer sites or different service locations. It delivers the greatest benefit when scheduling, customer data and billing no longer need to be managed in separate programs.
- Cleaning companies with multiple properties
- Caretaking and building-services companies
- Trade businesses with changing customer appointments
- Maintenance and installation services
- Mobile service providers
- Small teams with office and field employees
One price instead of additional employee packages
Field-service scheduling is part of Motorica. Employee management, quotations, invoices, documents, MIRA and payment matching all belong to the same system. You do not need additional scheduling or employee packages for the features described here.
FAQ
Frequently asked questions about field-service scheduling with Motorica
Can a customer have multiple service locations?
Yes. Customers and service locations are managed separately. This allows you to assign several properties or addresses to one customer and select the appropriate location for each field-service job.
Can employees see their appointments on a smartphone?
Yes. Authorised employees can access their approved appointments and field-service information through the mobile web interface, PWA or Android app. Roles and permissions determine which information they can view or edit.
Can I reschedule a field-service job or assign it to someone else?
Yes. The date, time, break and assigned employee can be changed directly in the relevant field-service job. The change remains visible in the central appointment to the office and authorised employees.
Can I schedule recurring field-service jobs?
Recurring field-service jobs are currently created as individual appointments. Each appointment is assigned to the appropriate customer, service location and employee, and can be adjusted individually if it is rescheduled or someone needs to substitute.
Can I invoice a completed field-service job?
Yes. Once the service has been completed, you review the details and take the order through to invoicing. This means that the customer, service and order data do not need to be entered again in full.
How much does Motorica cost for multiple employees?
The price shown on the Motorica pricing page includes the listed features, including employee management and field-service scheduling. There is no additional per-employee charge for the features described here. Current offers and terms are displayed centrally.
Plan field-service jobs and office work in one place
Enter customers, service locations and employees once, plan the next order and take completed services directly through to invoicing.